- Maintains a high level of understanding of all products and services provided by the Bank.
- Maintains a high level of service quality by acknowledging the customer's presence through a professional greeting and developing an interpersonal relationship built upon an understanding of customer needs. Conveys to customers an eagerness / willingness to help.
- Performs as a teller including performing financial transactions with Bank customers and settlement procedures and balances cash drawer, as needed.
- Meets customer needs through problem solving techniques as required.
- Sells and refers Bank products and services within the guidelines established by the Bank. Follows up with prospects by asking for their business. Maintains referral documentation and actively participates in sales promotions.
- Conducts business in a professional manner and maintains a neat and orderly work area.
- Establishes and maintains a good working relationship with all Bank team members.
- Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.
- Performs all banking transactions, including opening accounts, checking & savings deposits, IRA's, business retirement accounts, and various types of payments, in accordance with Bank policy.
- Understands and adheres to security, compliance, and retail banking policies and procedures.
- Comply with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks.
- Performs other duties as may be required from time to time by management.
- High School Diploma or equivalent
- A minimum of two years retail banking experience or retail sales and service experience
- Strong interpersonal skills
- Excellent verbal and written communication skills
- General personal computer knowledge, prior experience banking applications preferred
- Ability to handle multiple priorities and poses a strong attention to detail
- Sales and service oriented personality
- Must be available to work Saturdays and evenings on a rotating basis
- This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to talk/hear (e.g., communicate or express oneself while exchanging information). This is largely a sedentary role; however, some filing is required. This would require the ability to lift files at least 25 pounds, open filing cabinets, bend or stand on a stool as necessary.
-
Universal Banker
2 weeks ago
M&T Bank Watertown, United States Full timeOverview: · Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned bran ...
-
Universal Banker
1 week ago
Cambridge Bancorp Newton Center, United StatesOur Universal Banker/Client Advisors are the faces of Cambridge Trust As a member of our Float Pool, you will support our Massachusetts Branches. You will have the opportunity to interact daily and provide white glove service for our growing client base. If you have a year or mor ...
-
Universal Banker
3 weeks ago
Cambridge Bancorp Cambridge, United StatesClient Advisor/ Universal Banker Cambridge Trust Company Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with superior customer service experience and are done Universal Banker, Client Advis ...
-
Universal Banker
2 weeks ago
Leader Bank Boston, United StatesJob Description · Job DescriptionLeader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 ...
-
Universal Banker
4 weeks ago
Berkshire Bank Brighton, United States**Position** : Universal Banker · **Location** : Brighton, MA · **Division:** Retail Banking · **Department:** Various Branch Network · **Reports to:** Financial Center Manager · **Status:** Non-Exempt · **Grade:** 5 · **Pay Range:** $ $29.50 · _Actual compensation within ...
-
Universal Banker
1 day ago
Align Credit Union Wilmington, United StatesJob Description · Job DescriptionRole: · The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well a ...
-
Universal Banker
2 weeks ago
M&T Bank Newton, United States Full timeOverview: · Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned bran ...
-
Universal Banker
4 weeks ago
M&T Bank Woburn, United StatesSpecializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds cus ...
-
Universal Banker
2 weeks ago
SCU Credit Union Brockton, United StatesSCU Credit Union has a mission to positively impact the financial well-being of our members by providing access to a wide range of products and services; to support the diverse communities we serve through education and collaboration; and to foster a rewarding environment for our ...
-
Universal Banker
4 weeks ago
Merrimack Valley Credit Union Waltham, United StatesJob Description · Job Description · FUNCTIONAL SUMMARY : Universal Retail Employee able to perform the functional duties of a Teller and Financial Service Representative. · RESPONSIBILITIES: · Maintains a working knowledge of all products and services offered by the Credit Unio ...
-
Universal Banker
1 week ago
Cambridge Bancorp Wellesley, United StatesClient Advisor/Universal Banker – Cambridge Trust Company · Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with superior customer service experience and are done with working nights and wee ...
-
Universal Banker
2 weeks ago
Standard Bank of South Africa Limited Norwood, United StatesBusiness Segment: Personal & Private BankingLocation: ZA, Eastern Cape, Mthatha, Circus Triangle, Address: 8A Chatham Street, NorwoodTo take demand from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening account ...
-
Universal Banker III
2 weeks ago
Salem Five Burlington, United StatesSalem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. HIRING BONUS: T Universal Banker, Customer Ex ...
-
Universal Banker
2 weeks ago
Align Credit Union Danvers, United States Part timeJob Description · Job DescriptionRole: · The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well ...
-
Universal Banker II
1 week ago
SFB Stoneham, United StatesSalem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. · HIRING BONUS: This position is eligible fo ...
-
Universal Banker
1 week ago
M&T Bank Newtonville, United StatesOverview: · Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branc ...
-
Universal Banker
3 weeks ago
Brotherhood Credit Union Peabody, United StatesJob Description · Job DescriptionFunction includes handling cash, able to to operate a teller drawer, serve members in the lobby and drive-up. Greet members, open new accounts, assist members with their financial needs. · ...
-
Sr. Universal Banker
4 weeks ago
Cambridge Bancorp Newton Center, United StatesSummary: · Supports the office in proactively developing new business opportunities and deepening relationships with existing clients in order to contribute directly to the growth of the office. At the Office Manager's direction, manages a portfolio of clients to deliver an outs ...
-
Universal Banker
5 days ago
Leader Bank Boston, United States Full timeLeader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Ban ...
-
Universal Banker
2 weeks ago
Central One Federal Credit Union Shrewsbury, United StatesJob Type · Full-time · Description · JOB STATUS: Non-Exempt · REPORTS TO: Assistant Branch Manager · SUPERVISES: None · PRIMARY FUNCTIONS: Assist members with account transactions (deposits, withdrawals, transfers, payments, etc.) as well as the opening and servicing of all ...
Floating Universal Banker - Arlington, United States - Leader Bank
Description
Job Description
Job DescriptionLeader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
The Floating Universal Banker will be assigned to any of the Leader Bank branch locations in the Greater Boston Area as needed, including Arlington Heights, East Arlington, Belmont, and Burlington.
Essential Duties
Qualifications Include
Work Environment
Physical Demands
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
